Org Wealth Partners, LLC Ishares Tr Russell 200 Growth Transaction History
Org Wealth Partners, LLC
- $269 Million
- Q3 2025
A detailed history of Org Wealth Partners, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Org Wealth Partners, LLC holds 100 shares of IWY stock, worth $27,605. This represents 0.01% of its overall portfolio holdings.
Number of Shares
100
Previous 100
-0.0%
Holding current value
$27,605
Previous $24,000
12.5%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding IWY
# of Institutions
672Shares Held
55MCall Options Held
6KPut Options Held
2.7K-
Tiaa, Fsb St. Louis, MO5.94MShares$1.64 Billion3.41% of portfolio
-
Tiaa Trust, National Association Charlotte, NC5.94MShares$1.64 Billion4.0% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA4.79MShares$1.32 Billion5.5% of portfolio
-
First Citizens Bank & Trust CO4.58MShares$1.26 Billion22.42% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.18MShares$878 Million0.21% of portfolio